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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,163 | $90,691-16.0% | $76,119+0.1% | $145,884-47.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.31% | 624.52%-611.2pp | 361.25%-347.9pp | 551.85%-538.5pp |
| Employer contribution / active EE | $2,043 | $3,329-38.6% | $2,693-24.1% | $4,662-56.2% |
| Participant deferral / active EE | $8,538 | $5,167+65.2% | $4,259+100.5% | $6,690+27.6% |
| Admin fee / account holder | $442 | $8,383-94.7% | $6,421-93.1% | $13,392-96.7% |